Smit Patel

Self-motivated and diligent professional with proficient knowledge and a proven track record of delivering exceptional client experiences. Committed to providing ultimate efforts with a positive attitude, striving to achieve seamless business results. Strong focus on customer satisfaction, consistently exceeding expectations and building lasting relationships. Dedication to excellence and quick adaptability make me an asset to any team.

Certificate in Personal Financial Services (issued by Canadian Securities Institute in March of 2022) Comprised of three courses: IFIC, Financial Planning-1, PFSA

• Merit award winner for Quarter 2 (RRSP season) of 2024.
• League of extraordinary winners for three months in 2024.
• Runners up in ID8 submissions for ID8 sprint held in Q1 of 2024 by innovating revolutionary brain-storming ideas through with dozens of submissions by identifying deficiency and short comes to procedures, user and client end technological deficiency.
• Stood as highest achiever of referrals by making 12 referrals within the span of 2 weeks as part of AC Referral sprint in last quarter of FY 2023.
• Updated highest number of CIPs consistently for clients' mutual fund accounts resulting in many PPP registrations to improve KPI matrices.
• Effectively taking stand up huddles by being an advice lead for the team by leveraging the resource from TDAM’s daily market minute and other web tools such as placemat, compound interest calculator to help colleagues make visual meaningful advice conversations with their clients as well as customers.
• One of the very few participants who attended Mutual fund MER workshop with product owners and business managers.
• Nominated and graduated from MIA’s ‘Investing in You’ program preparing for future ready leadership skills under the supervision and guidance of leadership team.

• Volunteered for TD tree days at various locations in Ontario by participating in tree plantation activities and encouraging colleagues to make one-time/ recurring donations to United way and other partners under TD ready commitment network.
• Volunteer at Moisson, Montreal, Volunteered during early critical months of pandemic to weigh and pack food packets and cans at Moisson Montreal's largest warehouse in Montreal.